Little House Capital’s Occidental Petroleum OXY Stock Holding History

Little House Capital’s Portfolio OXY Stock Details OXY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-11,841	Closed	-$746K	–	117
2024 Q2	$746K	Buy	11,841 +1,088	+10%	+$69.8K	0.23%	82
2024 Q1	$699K	Buy	+10,753	New	+$642K	0.23%	91
2019 Q2	–	Sell	-1,262	Closed	-$84K	–	220
2019 Q1	$84K	Buy	+1,262	New	+$83.2K	0.06%	143

Other funds holding OXY

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HHII

H&H International Investment Palo Alto, California $20B AUM 9.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Little House Capital's OXY Position: Q3 2024 in Review

Little House Capital sold out of Occidental Petroleum (OXY) in Q3 2024, closing a stake of 11,841 shares — an estimated $746K sold.

Little House Capital first reported a position in OXY in Q1 2019 and held it in 3 quarters. The position peaked at $746K in Q2 2024. 1,205 funds tracked by Wall St. Rank hold OXY as of Q3 2024.

Little House Capital reported no remaining Occidental Petroleum position as of Q3 2024 after selling out during the quarter.
Little House Capital sold 11,841 Occidental Petroleum shares in Q3 2024, an estimated $746K.
Little House Capital first reported a position in Occidental Petroleum in Q1 2019 and held it in 3 quarters.
Little House Capital's Occidental Petroleum position peaked at $746K in Q2 2024.
1,205 funds tracked by Wall St. Rank held Occidental Petroleum as of Q3 2024.

Based on Little House Capital's 13F filing for Q3 2024, filed 21 Oct 2024.